See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,789 | $138,044-87.1% | $125,339-85.8% | $134,475-86.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -29.54% | 750.33%-779.9pp | 572.05%-601.6pp | 417.96%-447.5pp |
| Employer contribution / active EE | $2,642 | $5,243-49.6% | $4,814-45.1% | $4,740-44.3% |
| Participant deferral / active EE | $6,628 | $7,799-15.0% | $7,446-11.0% | $6,400+3.6% |
| Admin fee / account holder | $1,650 | $11,571-85.7% | $10,010-83.5% | $11,426-85.6% |